CHGG
2 tracked calls · 1 long · 1 short · last 90d: 1L/0S
first called by Dwarkesh Podcast 9mo ago
LONG4w ago
“You heard that @Chegg”bubble boi
Chegg pivots into AI model training data sales, repricing a beaten-down edtech stock as an AI infrastructure play
CHGGLONG@ $1.15
$0.97-15.81%
since call Jun 28
SHORT9mo ago
“pre-AGI education is useful, post-AGI education is fun.”Dwarkesh Podcast
AI tutors that explain concepts for free gut the paid answer-wrapper model; Chegg's moat is structurally gone.
CHGGSHORT@ $1.28
$0.97+24.75%
since call Oct 17
peak +39.9%